AVP, Client Advisor (Kepong)

2201 United Overseas Bank (Malaysia) Bhd; Kepong; On-site; MYR 60,000 - 90,000; Full time

Job summary

The Client Advisor at United Overseas Bank (Malaysia) Bhd is responsible for building and maintaining strong relationships with clients, providing comprehensive financial advice, and offering tailored banking solutions to meet their financial goals.

You will assess client needs, design personalised plans, cross-sell suitable products, and monitor portfolios while ensuring compliance with internal policies and regulatory requirements.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• 2–3 years of client-facing experience in banking or financial services, preferably wealth management or retail banking.
• Proven track record of achieving sales targets and building strong client relationships.
• Strong understanding of financial products, investment instruments, and market dynamics.
• Excellent communication, interpersonal, and presentation skills.
• Fluency in English and Bahasa Malaysia; additional languages a plus.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Proactively engage with existing and prospective clients to understand their financial objectives, risk appetite, and investment horizons.
• Provide expert advice on deposits, loans, investments, insurance, and wealth management solutions.
• Develop and implement personalized financial plans aligned with clients' evolving needs.
• Identify opportunities to cross-sell and up-sell suitable products and services, contributing to client portfolio growth.
• Collaborate with internal teams to deliver integrated solutions and maintain up-to-date client records.

Skills

Relationship building

Communication skills

Financial product knowledge

Bahasa Malaysia

English

MS Office

Education

Bachelor's degree in Finance, Business Administration, Economics, or related field

Tools

Microsoft Office

Job description

Company

2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Job Summary

The Client Advisor at United Overseas Bank (Malaysia) Bhd is responsible for building and maintaining strong relationships with clients, providing comprehensive financial advice, and offering tailored banking solutions to meet their individual needs and financial goals.

Job Responsibilities

• Proactively engage with existing and prospective clients to understand their financial objectives, risk appetite, and investment horizons.


• Provide expert advice on a range of banking products and services, including deposits, loans, investments, insurance, and wealth management solutions.


• Develop and implement personalized financial plans and strategies for clients, ensuring alignment with their evolving needs.


• Identify opportunities to cross-sell and up-sell suitable products and services, contributing to the growth of the bank's client portfolio.


• Conduct regular reviews of client portfolios and provide timely updates on market trends and product performance.


• Ensure all client interactions and transactions comply with internal policies, regulatory requirements, and ethical standards.


• Resolve client inquiries and complaints efficiently and professionally, maintaining high levels of client satisfaction.


• Collaborate with internal teams (e.g., product specialists, credit) to deliver integrated solutions to clients.


• Maintain accurate and up-to-date client records and prepare relevant reports.


• Participate in ongoing training and development programs to enhance product knowledge and advisory skills.

Job Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.


• Minimum of 2-3 years of experience in a client-facing role within the banking or financial services industry, preferably in wealth management or retail banking.


• Proven track record of achieving sales targets and building strong client relationships.


• Strong understanding of financial products, investment instruments, and market dynamics.


• Excellent communication, interpersonal, and presentation skills.


• Ability to analyze complex financial information and provide clear, concise advice.


• Customer-centric mindset with a strong commitment to service excellence.


• Relevant industry certifications (e.g., PCE, FIMM, Takaful) are highly advantageous.


• Proficiency in Microsoft Office Suite.


• Fluency in English and Bahasa Malaysia is essential; proficiency in other languages is a plus.

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site